Real estate syndications, funds, and JVs
Launch your capital raise with confidence
Entity formation, legal docs, compliance, and banking - we take care of everything you need to start your fundraise.
How setup works
From intro call to investor-ready in days
A guided, mostly hands-off process. Tell us about your deal, submit your details, and we set everything up for you.
01 · Advisory
Tell us about your deal
In 30 minutes, we'll walk through your deal and map out the structure.
02 · Intake
Submit your deal details
Create an account, choose your configuration, and complete your tasks.
1.Sign up
- Set up your profile
- Create a deal
- Invite your team
2.Choose configuration
- Structure: Syndicate, Fund, JV
- SEC regulation: 506(b), 506(c)
- Services: entities, docs, compliance, banking
- Waterfall: hurdles + fees
3.Complete tasks
- Submit requested information
- Sign authorization forms
- Link bank accounts
03 · Build
We build your syndicate, JV, or fund
We get to work while you stay fully hands-off.
Formed, drafted & filed for you
- Management Co. LLC Formation
- Holding Co. LLC Formation
- Management Co. Operating Agreement
- Holding Co. Operating Agreement
- Property Co. LLC Formation
- Property Co. Operating Agreement
- Subscription Agreement(s)
- Private Placement Memorandum (PPM)
- Bank Accounts For All Entities
- Form D Filing (Federal & State)
Ready to raise next week
You are ready to raise
Your syndicate, JV, or fund is fully formed and compliant. Next, see how investors onboard and fund directly on the platform.
See investor onboarding